Why Cloud Arc + Salesforce is the Best CRM for Independent Contractors

Salesforce CRM + CloudArc

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Why CloudArc using Salesforce is the Best CRM for Independent Contractors
Date Published: May 31, 2024 by: Steve Snapp, CloudArc Founder

CloudArc, A Salesforce Partner since 2010.

CloudArc stands out as the best CRM for independent contractors and here’s why:

In the dynamic world of independent contracting, managing client relationships efficiently is crucial for sustained success. A robust Customer Relationship Management (CRM) system can streamline this process, and CloudArc stands out as the best CRM for independent contractors.

Leveraging Salesforce custom objects, CloudArc is fully integrated with the unique needs of contractors, offering unparalleled customization and efficiency.

Tailored Solutions with Salesforce Custom Objects

CloudArc utilizes Salesforce custom objects to provide a CRM solution tailored specifically for independent contractors. Unlike generic CRM systems, CloudArc allows users to create custom fields and objects that align perfectly with their business processes. This means contractors can manage their contacts, projects, invoices, and more, all within a single platform. The flexibility of custom objects ensures that every aspect of the contractor’s workflow is covered, from lead generation to project completion and client follow-up.

Seamless Integration and Automation

Independent contractors often juggle multiple tasks, from:

  1. client communications
  2. project management
  3. financial tracking
  4. invoicing (set custom items)

CloudArc excels by seamlessly integrating these tasks into one cohesive system. By using Salesforce’s robust automation capabilities, CloudArc automates repetitive tasks such as follow-up emails, invoicing, and appointment scheduling.

This not only saves time but also reduces the risk of human error, allowing contractors to focus on what they do best – delivering quality services to their clients.

Enhanced Client Management

With CloudArc, managing client relationships has never been easier.

The CRM’s intuitive interface provides a 360-degree view of each client, including interaction history, preferences, and ongoing projects. This comprehensive view enables contractors to personalize their services and build stronger client relationships.

Additionally, the CRM’s reporting and analytics tools offer valuable insights into client behavior and project performance, helping contractors make informed business decisions.

Scalability and Support

As independent contractors grow their businesses, their CRM needs will evolve. CloudArc is designed with scalability in mind, easily adapting to the changing needs of its users. Whether managing a handful of clients or expanding to a larger client base, CloudArc can scale accordingly.

Furthermore, CloudArc’s dedicated support team is always ready to assist with any issues, ensuring that contractors can rely on the system without disruption.



In conclusion, CloudArc is the best CRM for independent contractors due to its seamless integration with Salesforce custom objects, comprehensive client management features, and scalable solutions. By choosing CloudArc, independent contractors can enhance their operational efficiency and focus on delivering exceptional services to their clients.

Unlock the full potential of Salesforce while optimizing costs—empower your business to thrive in the digital age.

If you would like to learn more about how Salesforce may be a useful addition to your business’s suite of software tools, contact us or join one of our webinars and subscribe to our YouTube channel.

Steve Snapp, CloudArc Founder

Salesforce CRM Turn-Key Architects

Tags: crm for independent contractors, best crm for contractors

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